Please find information, forms and updates related to CFP Board Registered Programs below.
As a CFP Board Registered Program, you must report completion of the coursework requirement on behalf of your students to CFP Board. This verifies their eligibility to sit for the CFP® exam and allows us to track their progress towards CFP® certification.
Completion of a candidate's coursework requirement through a registered program is to be reported by the school through the education verification system. This can be done through the CFP Board account of the program’s director and primary or secondary contact using the template provided.
Important tips for formatting and uploading your eligibility list are provided in the tip sheet.
Encourage your students and graduates to visit the online CFP Board Career Center that will serve as the destination for those interested in a career as a financial planner, the CFP® certification, and job and internship opportunities.
CFP Board is pleased to collaborate with the Financial Planning Association® (FPA®), the Academy of Financial Services and Ameriprise Financial to host the Financial Planning Challenge.
The Financial Planning Challenge is a competition created to support the next generation of financial planners by:
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The 2022 CFP Board Conference is a new conference that unites the CFP Board Registered Programs Conference and Annual Firms Summit. Learn more and register today.
This one-of-a-kind event is limited attendance and specifically designed for leaders from educational institutions and financial services firms.